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Limit Jobs That can be Viewed to Logged-In User's Roles

Create a lookup to limit the jobs that display based on the logged-in user's roles.

The logged-in user must have a VA User Profile (Viewpoint Administration > Programs > VA User Profile) that includes the following setup:

On the Info tab, a Payroll company (PR Co) and employee number (Employee field) must be assigned.
On the Roles tab, the user must have a role assigned.

The following setup applies to your portal only, not to Vista.

In Vista, select User Database > Programs > UD User Defined Lookups.
1. On the Info tab, enter udJobRoles.
2. Give the lookup a Title. For example, Job Based on Roles.
3. In FromClause, enter JCJM.
4. For the Where Clause, enter the following:
  JCJM.JCCo = ? and JCJM.JobStatus = 1 and DDUP.PRCo = ? and DDUP.Employee = ?
5. For the Join Clause, enter the following:
  INNER JOIN JCJobRoles on JCJM.JCCo = JCJobRoles.JCCo and JCJM.Job = JCJobRoles.Job
  
  INNER JOIN DDUP on JCJobRoles.VPUserName = DDUP.VPUserName
6. In Order by column, enter 0.
7. Select the Details tab.
8. Add a JCJM.Job column:
  - ColumnName = JCJM.Job
  - ColumnHeading = Job
  - Datatype = bJob
9. Add a JCJM.Description column:
  - ColumnName = JCJM.Description
  - ColumnHeadING = Description
  - InputType = bDesc
10. Save your changes.
In Vista, add the custom lookup to the Job field in PR Timecard Entry.
1. Select Payroll > Programs > PR Timecard Entry.
2. Select an existing batch, or open a new one.
3. On the Info tab, select the Job field, and press F3 to open field properties.
4. In the Field Seq# dropdown, select 20 - Job.
5. On the Lookups tab, add the udJobRoles field.
6. In the Parameters field, enter 19,-2,-3.
7. Set the Load Seq # to 0, and leave the Active checkbox unmarked.
8. Save your changes.

For more information on setting up lookups in Vista, see Creating a Custom Lookup in Vista Help.

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